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Invesco Ultra Short Duration ETF

230 hedge funds and large institutions have $1.58B invested in Invesco Ultra Short Duration ETF in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

6% more funds holding

Funds holding: 216230 (+14)

6% more capital invested

Capital invested by funds: $1.48B → $1.58B (+$95.9M)

2.38% more ownership

Funds ownership: 49.92%52.3% (+2.4%)

6% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 77

Holders
230
Holders Change
+14
Holders Change %
+6.48%
% of All Funds
4.07%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.44%
New
47
Increased
82
Reduced
77
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$821K
NFG
127
Next Financial Group
Texas
$816K -$1.62K -32 -0.2%
CAN
128
Claraphi Advisory Network
United States
$810K +$81.3K +1,609 +11%
TFCP
129
Twin Focus Capital Partners
Massachusetts
$809K +$809K +16,000 New
XF
130
XML Financial
Maryland
$787K -$6.02K -119 -0.8%
BWL
131
Bogart Wealth LLC
Virginia
$785K
SFS
132
Sowell Financial Services
Arkansas
$770K -$2.3M -45,568 -75%
AW
133
ACG Wealth
Georgia
$759K -$349K -6,908 -32%
CCM
134
Chilton Capital Management
Texas
$754K
M1FG
135
Mach-1 Financial Group
Arkansas
$747K +$748K +14,788 New
PBF
136
Petix & Botte Financial
California
$729K +$254K +5,023 +53%
CPW
137
Catalyst Private Wealth
California
$723K
TA
138
TruWealth Advisors
Louisiana
$711K +$710K +14,049 New
Cetera Investment Advisers
139
Cetera Investment Advisers
Illinois
$685K +$685K +13,550 New
TNB
140
TCF National Bank
South Dakota
$644K +$125K +2,472 +24%
BAM
141
Belpointe Asset Management
Nevada
$640K -$57.6K -1,140 -8%
4WM
142
4J Wealth Management
Virginia
$637K +$637K +12,595 New
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$630K +$12.6K +250 +2%
CFGS
144
Concourse Financial Group Securities
Alabama
$598K +$202K +3,988 +51%
MA
145
Mutual Advisors
Nebraska
$581K -$47.4K -938 -8%
SPC
146
Sigma Planning Corp
Michigan
$553K -$67K -1,326 -11%
CAN
147
Cetera Advisor Networks
California
$516K -$20.2K -400 -4%
MAFM
148
Mid Atlantic Financial Management
Pennsylvania
$507K -$3.74K -74 -0.7%
FPCP
149
Fort Point Capital Partners
California
$501K +$500K +9,900 New
RC
150
Randolph Company
Ohio
$491K +$3.23K +64 +0.7%